About EngageBay CRM

EngageBay is an all-in-one marketing software which combines lead generation, email marketing, marketing automation, CRM, and social media engagement. Designed to help businesses to acquire, engage, nurture, and close leads, EngageBay allows users to create email campaigns and automate marketing processes and sales funnels. The cloud-based platform can be used to aid with growing leads, creating and automating the distribution of email marketing content, and managing customer relationships using the in-built CRM.

The unified marketing suite within EngageBay provides businesses with the tools to design, manage, and run customized marketing campaigns. Email campaigns can be built using the range of pre-designed email templates, or made from scratch using the drag & drop interface. Custom images, text, layout, share buttons, and more, can be added to email marketing templates in order to create a branded message to engage new or existing customers. EngageBay facilitates customer segmentation, defined by conditional metrics such as age, location, type of customer, purchase history, and more, in order to target specific subsets of users. Marketing campaigns can be automated by defining workflows and funnels, as well as setting up triggers based on customer actions. Custom web forms can be created and added to business websites to capture leads, and landing pages can be built to optimize clicks and conversions.

EngageBay offers an in-built CRM to help users organize their business contacts, manage relationships, and track pipelines. With both marketing and sales teams working within EngageBay, leads and contacts can be guided seamlessly through the sales pipeline using just one synchronous platform. Contacts can be managed with tools for creating contact lists, searching within the contact database, storing interaction history, activity logging, and more. With EngageBay, users are able to gain visibility into the sales pipeline and track the status of every deal in real time.

Pricing starting from:

USD 14.99/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of EngageBay CRM

  • Automate all marketing processes and sales funnels in minutes through a complete suite of marketing tools available through a simple integrated software.

  • Convert web visitors into leads by creating custom web forms and landing pages. Capture contact information with forms that pop-up as a web visitor opens or leaves the page, and offer subscription opt-ins with requests for email addresses.

  • Get complete view of every customer within EngageBay by tracking every communication. Access all emails exchanged, calls made and track all web visitor activity to gain meaningful insights.

  • Create marketing campaigns using one of the pre-built EngageBay templates, which can be customized to fit with company branding, or create email campaigns from scratch using the drag & drop, WYSIWYG editor.

  • Use the reporting module to generate reports and analytics on sales figures, and customize reports to analyze data in a meaningful way. Reports can also be generated on engagement in order to identify which marketing content is performing well.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premises

    Markets

    Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

    Supported Languages

    English

    Pricing starting from:

    USD 14.99/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    EngageBay CRM Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay CRM Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay CRM Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay CRM Software - Generate leads by embedding forms into the business website
    EngageBay CRM Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay CRM Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay CRM Software - Create custom workflows in order to automate marketing content delivery
    EngageBay CRM Software - Manage the design, style, text, and settings of web forms
    View 9 more
    EngageBay CRM video
    EngageBay CRM Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay CRM Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay CRM Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay CRM Software - Generate leads by embedding forms into the business website
    EngageBay CRM Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay CRM Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay CRM Software - Create custom workflows in order to automate marketing content delivery
    EngageBay CRM Software - Manage the design, style, text, and settings of web forms

    Features

    Total features of EngageBay CRM: 228

    • A/B Testing
    • API
    • Access Controls/Permissions
    • Account Alerts
    • Account Management
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Escalation
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Audience Targeting
    • Auto Update
    • Automated Publishing
    • Automated Responses
    • Automated Routing
    • Automated Scheduling
    • Automatic Call Distribution
    • Automatic Outbound Dialer
    • Autoresponders
    • Availability Management
    • Batch Processing
    • Behavior Tracking
    • CAN-SPAM Compliance
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Call Disposition
    • Call Monitoring
    • Call Recording
    • Call Routing
    • Call Scheduling
    • Call Scripting
    • Call Tracking Metrics
    • Caller ID
    • Campaign Management
    • Campaign Personalization
    • Campaign Planning
    • Campaign Specific Signature
    • Canned Responses
    • Channel Management
    • Churn Management
    • Click Tracking
    • Client Database
    • Client Management
    • Client Tracking
    • Communication Management
    • Computer Telephony Integration
    • Confirmations/Reminders
    • Contact Database
    • Contact Management
    • Content Creation
    • Content Delivery
    • Content Management
    • Conversion Rate Optimisation
    • Conversion Tracking
    • Customer Database
    • Customer Engagement
    • Customer History
    • Customer Management
    • Customer Segmentation
    • Customer Social Profiles
    • Customer Support
    • Customisable Branding
    • Customisable CTAs
    • Customisable Forms
    • Customizable Fields
    • Customizable Templates
    • Customization
    • Dashboard
    • Data Import/Export
    • Data Synchronization
    • Deal Management
    • Document Storage
    • Donor Management
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Campaign Management
    • Email Management
    • Email Marketing
    • Email Monitoring
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Event Triggered Actions
    • Feedback Management
    • File Sharing
    • For AEC Industry
    • For Insurance Industry
    • For Nonprofits
    • For Real Estate
    • For Sales Teams/Organizations
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Form Builder
    • Gamification
    • Geotargeting
    • Goal Management
    • Goal Setting/Tracking
    • Group Scheduling
    • Help Desk Management
    • IT Asset Management
    • Image Library
    • Inbox Management
    • Incident Management
    • Interaction Tracking
    • Internal Chat Integration
    • Keyword Filtering
    • Knowledge Base Management
    • Landing Pages/Web Forms
    • Lead Capture
    • Lead Distribution
    • Lead Engagement
    • Lead Generation
    • Lead Management
    • Lead Notifications
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Leaderboards
    • List Management
    • Live Chat
    • Location Tracking
    • Macros/Templated Responses
    • Marketing Automation
    • Marketing Calendar
    • Mass Texting
    • Meeting Management
    • Mobile Access
    • Mobile Alerts
    • Mobile Optimization
    • Multi-Account Management
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Data Collection
    • Multi-Channel Marketing
    • Multiple Site Management
    • Multivariate Testing
    • Notification Scheduling
    • Offline Form
    • Onboarding
    • Online Booking
    • Online Forms
    • Performance Management
    • Performance Metrics
    • Personalization
    • Pipeline Management
    • Post Scheduling
    • Power Dialer
    • Predictive Analytics
    • Proactive Chat
    • Progress Tracking
    • Progressive Dialer
    • Proposal Generation
    • Prospecting Tools
    • Queue Management
    • Quotes/Estimates
    • ROI Tracking
    • Real Time Editing
    • Real-Time Chat
    • Real-Time Monitoring
    • Real-Time Notifications
    • Real-Time Updates
    • Real-time Consumer-facing Chat
    • Real-time Scheduling
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Response Management
    • Responsive Web Design
    • Routing
    • SEO Management
    • Sales Activity Management
    • Sales Analytics
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Trend Analysis
    • Scheduled Messaging
    • Scheduling
    • Search/Filter
    • Segmentation
    • Service Level Agreement (SLA) Management
    • Shared Contacts
    • Signature Creation
    • Signature Management
    • Signature Templates
    • Site Search Tracking
    • Social Marketing
    • Social Media Integration
    • Source Tracking
    • Spam Blocker
    • Subscriber Management
    • Subscription Management
    • Support Ticket Management
    • Support Ticket Tracking
    • Target Account Identification
    • Task Editing
    • Task Import
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Task Tagging
    • Team Management
    • Template Management
    • Territory Management
    • Third-Party Integrations
    • Ticket Management
    • Time on Site Tracking
    • To-Do List
    • Transcripts/Chat History
    • Transfers/Routing
    • Usage Tracking/Analytics
    • User Interaction Tracking
    • Visitor Tracking
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Website Visitor Tracking
    • Whitelisting/Blacklisting
    • Win/Loss Analysis
    • Workflow Management

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    Reviews

    Overall rating

    4.7 /5
    (808)
    Value for Money
    4.7/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support
    4.8/5

    Already have EngageBay CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 808
    Antonio
    Antonio
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Perfect for small businesses

    Reviewed on 07/04/2023

    Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

    Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

    Pros

    It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

    Cons

    I have no complains so far, and I have been using it for 2 years.

    Santou
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: Self Employed
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Definitely worth going with. Excellent Value.

    Reviewed on 05/07/2024

    Very good so far. And it is nice to see that they offer discounts for their memberships. That was...

    Very good so far. And it is nice to see that they offer discounts for their memberships. That was a nice surprise.

    Pros

    That I can talk to someone on the phone. And the staff are very patient in explaining things to me.

    Cons

    The awkward interface, especially the limited design features.

    James
    Overall rating
    • Industry: Computer Software
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    Engagebay Review

    Reviewed on 09/02/2023

    Disappointing tbh! It's not my decision on whether we keep with it so I guess we'll see how it goes...

    Disappointing tbh! It's not my decision on whether we keep with it so I guess we'll see how it goes over the next couple of months and if some of the issues above can be fixed then that may help keep us onboard.

    Pros

    I've been told it's a lot cheaper than Hubspot and new features are being added all the time - so that's a positive I guess and the support team are helpful/responsive.

    Cons

    Just feels clunky - the synch between emails is hit and miss in terms of how long it takes for them to appear in Ebay - also the fact that against an individual, company, deal you can't just see a complete list of all emails or other updates (from anyone) in one simple date ordered list is really frustrating - I think this is what the "activity" tab is probably trying to do but certainly isn't there yet.It could really do with some quick exports too for where you have got a groups of contacts, companies or deals that you just need to quickly get out into a csv for some other work - perhaps you can do this but it's not obvious Also colleagues have told me the campaigns/broadcast elements are no way near as good as hubspot and also the calendar/task list element needs more work.

    Michelle
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Our business has benefitted from using EngageBay

    Reviewed on 17/06/2024

    My overall experience with EngageBay is great! I've never had a problem using the software and any...

    My overall experience with EngageBay is great! I've never had a problem using the software and any time I have a question, the support has been quick and helpful.

    Pros

    The best thing about this CRM is the ease of use. I found it easy to learn and continue using.

    Cons

    There are some options that could be expanded on such as building web pages, I would benefit from having more options in the design process of the web pages.

    Sara
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Accepted a Free Trial & Saw What All The Fuss is About

    Reviewed on 31/07/2024

    I just accepted the free trial to see what everybody has been talking about it being a great and...

    I just accepted the free trial to see what everybody has been talking about it being a great and powerful tool for marketing, and I can attest now that I've seen, that I do agree 100%.

    Pros

    I like how it aligns most platforms with one another, nearly every other software available doesn't streamline the process of connecting all profiles. Most issues are caused by the time it takes to connect them all (like hoops you're made to jump through just to get to that point), I am always searching for a better "main hub" situation because each one, I've learned in my own experiences, that not one single platform, hub, account management, and otherwise, never do ALL that you need them to be able to do. One may do 15 things that the other doesn't but that one missing those 15 features may have the one feature that you really needed to lighten the load or something. Its always something or 5 things, but for the money EngageBay seems to be true to their word, and have nearly mastered the all-in-one hub

    Cons

    Cost, make it accessible for everyone, even consider a free option because more times than not, someone will desperately need the features that are restricted usually in free-trials or free plans, and end up buying regardless to satisfy that need.

    Showing 5 reviews of 808 Read all reviews

    EngageBay CRM FAQs

    Below are some frequently asked questions for EngageBay CRM.

    EngageBay CRM offers the following pricing plans:

    • Starting from: USD 14.99/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Not Available

    Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially) Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially) Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

    EngageBay CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    EngageBay CRM supports the following languages:

    English

    EngageBay CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    EngageBay CRM integrates with the following applications:

    BulkSMS, CallHippo, Docusign, Exotel, Google Contacts, Google Drive, Gravity Forms, Gupshup, HubSpot CRM, Intercom, Jotform, JustCall, LinkedIn for Business, Mailchimp, Mailgun, Make, Meta for Business, MightyCall, Pabbly Connect, Plivo, QuickBooks, RT DocuSign, RingCentral Contact Center, Salesforce Platform, SendGrid, SendGrid, Shopify, Stripe, Teachable, Twilio, Xero, Zapier, Zendesk Suite

    EngageBay CRM offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for EngageBay CRM.